Creative thinking leads to innovative solutions.

We understand that socially concerned investors pursue the same basic goals as all investors: generating income and preserving capital for future needs. That’s why we apply the same financial analysis to socially responsible investments that we do to non-screened investments, so that we can assist all of our clients with meeting their stated goals.

Since socially responsible investing criteria differ among individuals, we see ourselves as providers of information to help you make a decision you can feel comfortable with. We can recommend a variety of investment vehicles that conduct business in ways that do not conflict with your own personal views.

To demonstrate our commitment to the community, below is a list of non-profits we give our time and money to:

• WNC Community Foundation,
• The North Carolina Nature Conservancy
• The Southern Environmental Law Center
• Beattie Foundation
• Warren Wilson College
• Asheville Breakfast Rotary Club
• Quality Forward
• Western North Carolina AIDS Project
• Young Professionals of Asheville
• The Asheville Buncombe Community Christian Ministry
• Meals on Wheels
• The Affordable Housing Coalition
• Asheville Area Arts Council
• Round River Research
• WCQS Radio